Pivot Views

This article is specific to the updated TrackVia UI released in Fall 2026

A Pivot view summarizes many records into a compact cross-tab table. You choose a field to group the rows, a field to group the columns, and a value to aggregate in each cell (a count, sum, or average) so the view answers a question about totals rather than listing the underlying records one by one.

When to Use a Pivot View

• When you need totals broken down by two dimensions at once, such as records by status and by owner
• When the underlying table has far too many records to read individually, and only the summarized numbers matter
• When you want to spot concentrations or gaps in a data set, such as one region or one category carrying most of the volume
• When the same summary needs to be checked regularly, since the Pivot view recalculates as records change
• When the numbers themselves are the deliverable and will be read, exported, or reported on

When to Avoid Using a Pivot View

• If you need to see, open, or edit individual records, a Grid view is more suitable
• If you are summarizing by only one dimension, a chart is usually easier to read
• If either grouping field has a very large number of distinct values, since the table becomes too wide or too long to scan
• If the takeaway is a comparison or a trend meant to be read at a glance, a Column or Line Chart communicates it faster
• If the field you want to aggregate is not numeric and a simple count will not answer your question

Example Use Cases for Pivot Views

1. Counting open work orders by status across each location
2. Summing project costs by department and by quarter
3. Showing the number of inspections completed by inspector and by month

Related Articles

• Introduction to Views
• Interacting with Views
• Grouped Views